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Summary Tab

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About the Summary Tab

The Summary tab is the landing page you arrive on when you first go to your XM Directory. It contains recommendations, graphs, and data on your distributions. You can also quickly view any segments, lists, and samples that you mark as favorite.

The Summary tab can be reached by clicking Summary in the upper-left corner. In addition to email, SMS and WhatsApp distributions contribute to the statistics on this page, with the exception of the Open Email Rate.

Qtip: The numbers are updated nightly and may not reflect as soon as you make a change.

Jump Back In

section that displays recently edited lists/segments/etc

This section displays lists, segments, samples, or workflows you were recently working on. Clicking one will take you directly to it.

For example, if you create, rename, import or export contacts from a list, search within a list, or more, you will see that list appear in this section the following day.

Suggestions

suggestions section within summary tab

This section provides recommended next steps based on your directory usage. Use the arrows in the top right to view additional suggestions. Click a suggestion to be taken to that specific part of your directory. The following suggestions may appear:

  • Create a list: Add contacts to start sending surveys.
  • Create a sample: Create a subset from your list.
  • Manage embedded data: Rename, merge, or delete embedded data fields.
  • Review directory settings: Set up identity resolution and contact frequency.
  • Set up an import workflow: Import contacts automatically with workflows.
  • Search and filter contacts: Find specific contacts with AI-generated search.Create a segment: Set up custom rules for a specific list or sample.
  • Connect Segment to CX dashboard: Publish your segment dataset to dashboards.

Favorites

favorites section within the summary tab

In this section you can see the segments, lists, and samples that you’ve marked as favorites. Adding favorites can save you time by making segments, lists, or samples that you access frequently quickly accessible.

To add a segment, list, or sample to your favorites, select the Segments & lists tab. Click the star icon next to a segment, list, or sample to mark it as a favorite.

icons within the "segments & lists" tab to add a segment or list as a favorite

Qtip: To remove a list from your favorites, click the yellow star icon next to it when you are within the Summary tab or Segments & lists tab

Contact Statistics

Statistics listed along the top of the summary tab, above the graphs

  • Contacts: The number of contacts in your directory.
  • Received a survey invite in the last 30 days: The percent of contacts in your directory who received a survey invite in the last 30 days.
  • Invites sent in 30 days: The number of invites sent over the last 30 days.

Engagement (%)

This line graph displays the percentage of engagement for a 12 month period. The following rates are included:

  • Open Email Rate: The rate at which emails are opened, indicated by whether an email is opened on the recipient side. This rate does not take into consideration if the respondent clicks the survey link. Open Email Rate includes email invites, reminder emails, and non-survey emails.
  • Response Rate: The rate at which respondents start your survey relative to the number of initial survey invites. This rate increments when a survey link is clicked in an email invitation.
  • Opt-out Rate: The rate at which respondents opt-out of your distributions.

a line graph showing email open rate, response rate, and opt out rate by month

  1. Lines displaying what percentages of emails are open (gray), what percentage of respondents filled out their surveys (blue), and what percentage of the contacts opted out (red).
  2. Highlight over a point on the graph to see its exact value.
  3. The statistics for this month, specifically.

Churn

This bar graph displays numbers of contacts added, removed, and opting out within the directory over a 12 month period.

a bar graph displaying the churn data for each month

  1. Bars displaying contacts added (green), contacts opted-out (red), and contacts removed (black).
    • Opted-out contacts: The number of contacts who opted out of a mailing list or directory via an opt out link. If a contact opts out of both the mailing list and the directory, the summary tab’s opt out count will increase by two, even though only one contact opted out. The “opted-out contacts” metric will only increment; if you opt a contact back into the directory, that will not be reflected in the summary count.
    • Removed contacts: The number of contacts removed from the directory.
    • Added contacts: The number of contacts added to the directory.
  2. Highlight over a bar on the graph to see its exact value.
  3. The statistics for this month, specifically.

FAQs